Professional Documents
Culture Documents
Introduction .................................................................................................................................................................................. 4
1. SCM Cloud and Inventory Overview .................................................................................................................................. 4
Security Overview ................................................................................................................................................................... 4
2. Building Blocks of Supply Chain Management .............................................................................................................10
Review Item Organization...................................................................................................................................................10
Review the Inventory Organization ..................................................................................................................................11
Create Shift .............................................................................................................................................................................12
Create Workday Pattern ......................................................................................................................................................13
Create Schedule ....................................................................................................................................................................14
Create Inventory Organization ..........................................................................................................................................16
Create Subinventory ............................................................................................................................................................18
Create Unit of Measure .......................................................................................................................................................19
Manage Extensibility: Create Item Class .........................................................................................................................20
Manage Extensibility: Create Item EFF ............................................................................................................................20
Manage Extensibility: Create DFF .....................................................................................................................................25
Create Item .............................................................................................................................................................................27
Create Catalog .......................................................................................................................................................................28
3. Manage and View Inventory ..............................................................................................................................................31
Manage Item Quantities......................................................................................................................................................31
Manual Reservations ...........................................................................................................................................................33
4. Material Request to Delivery..............................................................................................................................................38
Miscellaneous Transaction .................................................................................................................................................38
Subinventory Transfer.........................................................................................................................................................40
Movement Request ..............................................................................................................................................................42
Interorganization Transfer .................................................................................................................................................46
Internal Material Transfer, Overpick and Move ............................................................................................................51
Internal Material Transfer Returns ...................................................................................................................................61
5. Replenish Inventory .............................................................................................................................................................65
Perform Min-Max Planning at Subinventory level .......................................................................................................65
6. Maintain Inventory Accuracy.............................................................................................................................................70
Cycle Count – Perform ABC Classification ......................................................................................................................70
Setup Cycle Count ................................................................................................................................................................73
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7. Integration Capabilities .......................................................................................................................................................78
File Based Data Import: Inventory Transactions ...........................................................................................................78
File Based Data Import: Master Data ...............................................................................................................................82
Web Services ..........................................................................................................................................................................89
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Introduction
This document provides high-level steps to execute the setups and process flows for the use cases discussed
in the Inventory Management implementation workshop. It is intended for the workshop participants only
and is not meant to be consumed independently.
Process/Transaction Flow:
2. Click the Create icon to create a new job. Enter Basic Details:
5. Navigate to Setup and Maintenance > Search > Manage HCM Role Provisioning Rules
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7. Add the Associated Roles:
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11. Click on Autoprovision Roles. Note that the roles associated with the Job are automatically added:
13. Click on the Navigator and go to Tools > Security Console > Users > Search for the user
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14. Click on the user to open the User Account Details page. Click on Reset Password:
15. Once the password has been reset, click on the Edit button. The Edit User Account page is displayed.
16. Click on Add Role and select the Order Entry Specialist role:
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17. Click on Add Role Membership. Click on Save and Close. Click on Done.
18. Navigate to Setup and Maintenance > Search > Manage Data Access for Users
19. Click the ‘+’ icon to Create Data Access for the newly created user:
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20. Click on Save and Close. Click on Done.
21. Logout and login. Verify that the newly created user has access to the assigned Business Unit and
Inventory Organization.
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2. Building Blocks of Supply Chain Management
Review Item Organization
Review the existing Item Organization and verify the parameters set.
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Product Management > Item Organizations > Manage Item
Organizations
(Note that the Task can also be accessed through other Functional areas)
Note that the Management BU and LE are optional for Item Organizations.
4. Click Next.
Review the Item Master Organization and the Item Grouping behavior. Click Cancel and come out of
the form.
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Review the Inventory Organization
Review the existing Inventory organization and verify the parameters set.
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Product Management > Inventory Organizations > Manage
Inventory Organizations
(Note that the Task can also be accessed through other Functional areas)
2. Do a generic search and click on any organization like “001”/”002” etc. Click the Edit icon.
Note that the Management BU and LE are mandatory for Inventory Organizations.
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Create Shift
Create a 10 hour shift starting 9 AM. This can be used in the Schedule created subsequently.
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Facilities > Manage Facility Shifts
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3. Provide the details as below:
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Facilities > Manage Facility Shifts
3. Provide the details as below. Indicate the Length in days, and select the shift created earlier.
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Create Schedule
Create a new Inventory Organization to allow material handling like a distribution center.
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Facilities > Manage Schedules
3. Provide the details like Name, Effective dates and the First day of the Week.
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4. Add the workday pattern created earlier.
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Create Inventory Organization
Create a new Inventory Organization to allow material handling like a distribution center.
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Product Management > Inventory Organizations > Manage
Inventory Organizations
3. Provide the Basic information as below, which includes the mandatory fields of BU and LE and then
click Next.
4. Enter the other details under “General”, “Lot, Serial, Number and Packing Unit”, “Item Sourcing
Details” tabs as shown below. Select the Schedule that was created earlier.
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5. Save and Close
6. Provide access to this organization to required users and roles. (Refer to the Security use cases)
Create Subinventory
Create a new Subinventory in the new organization.
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Inventory Organizations > Manage Subinventories and Locators
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Create Unit of Measure
Create a new Unit of Measure under the Quantity class.
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Product Management > Items > Manage Units of Measure
3. Click on Manage UOM Standard Conversion. Set up the conversion units for the new UOM with the
Base UOM.
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Manage Extensibility: Create Item Class
Create a new Item Class, so subsequently this can be used to create an EFF. Optionally EFF can also be
created under an existing Item class.
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Product Management > Items > Manage Item Classes
2. Click the + icon and add a new record. Provide the details as below and click Save and Close
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Product Management > Items > Manage Item Attribute Groups
and Attributes
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3. Provide the Attribute Group Display Name/Description/Behavior. Then click the + icon in Context
usages.
6. Provide the details for the Attribute name, Description, Column assignments. Optionally choose an
existing Value Set or you can also create a new one if required.
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7. Click Save and Close
8. Now query the item class created earlier. Navigate to Setup and Maintenance > Product Management
> Items > Manage Item Classes
10. Use the Select and Add button to query for the Attribute Group. Click Apply and Ok.
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11. Click Save.
12. Click Pages subtab. Enter the details as below and click Ok:
13. Keep the cursor on the newly added page sequence 20. In the bottom section – Attribute Groups
section use the Select and Add button. Query for the attribute group.
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14. Select the record - Apply and click Ok.
16. Deploy the flexfield - Navigate to Setup and Maintenance > Product Management > Items > Deploy
Item Extensible Flexfields
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Manage Extensibility: Create DFF
Create a DFF on the UOM to capture Department that requested the UOM.
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Product Management > Items > Manage Units of Measure
Descriptive Flexfields
4. Add a new segment for the Department. You can also create a new Value set and add the list of
values.
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5. Save and close
7. Verify the DFF on the UOM UI. Navigate to Setup and Maintenance > Product Management > Items >
Manage Units of Measure
8. Query for any UOM and Click the Additional Information. Review the DFF and add values as required.
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Create Item
Create a new item and verify the EFF created earlier.
Process/Transaction Flow:
3. Select the organization, and Item Class, that was created earlier or retain Root Item Class. Optionally
choose other Templates as required.
5. Click the Specifications Tab and review the various attributes like Manufacturing, OM etc
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7. Click Associations and assign the item to 001, 002, 003 organizations.
Create Catalog
Create a new Catalog and assign an item.
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Product Management > Catalogs > Manage Functional Area
Catalogs
2. Sort by the Functional Area to review the catalogs assigned to each functional area
3. Click on Create
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4. Click Save and Continue
6. Click on the Items tab and Select and Add items as required.
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7. Click Save
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3. Manage and View Inventory
Manage Item Quantities
Check the current stock situation for a particular item.
Process/Transaction Flow:
1. Navigate to Supply Chain Execution > Inventory Management > Tasks > Manage Item Quantities
2. Clear the Organization field, select the flags for On Hand, Receiving and Inbound, enter the item =
V21001, and click Search:
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3. Click on ‘View Item Availability’ to view the Available to Transact and Available to Reserve quantities:
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Manual Reservations
Create a manual reservation to block quantity for a critical customer.
Process/Transaction Flow:
1. Navigate to Supply Chain Execution > Inventory Management > Tasks > Manage Item Quantities
3. Navigate to Supply Chain Execution > Inventory Management > Tasks > Manage Reservations and
Picks
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4. Click on Create Reservations. Under the Demand section, click on Create > Create User-Defined
Demand
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6. Confirm that the reservation was created by querying for the below attributes from the Manage
Reservations and Picks screen:
7. Review the on-hand situation again and validate the Available to Reserve quantity:
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8. To unreserve the quantity, query the reservation and click on Transfer Supply.
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9. Enter the Transfer Reservations from Supply and Transfer Reservations to Supply information:
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4. Material Request to Delivery
Miscellaneous Transaction
Performing a Miscellaneous Issue of quantity out of an inventory organization.
Process/Transaction Flow:
2. Navigate to Supply Chain Execution > Inventory Management > Tasks > Create Miscellaneous
Transaction
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3. Select the type = Miscellaneous Issue, Account = 101.10.24220.000.000.000 and enter other details
as illustrated in the screenshot below:
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5. Review the on-hand quantity again to verify that the quantity has been issued out:
Subinventory Transfer
Move material from one subinventory to another without documentation.
Process/Transaction Flow:
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2. Navigate to Supply Chain Execution > Inventory Management > Tasks > Create Subinventory
Transfer
3. Select the Type = Subinventory Transfer and enter the Transaction Line information with the Source
Subinventory = Stores and Destination Subinventory = Completed:
5. Review the on-hand quantity again to validate that the quantity has been transferred successfully:
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Movement Request
Move material from one subinventory to another with documentation.
Process/Transaction Flow:
2. Navigate to Supply Chain Execution > Inventory Management > Tasks > Manage Movement Requests
3. Click on the ‘+’ icon to Create Movement Request. Select the Transaction Type = Movement Request
Transfer, Source Subinventory = Inspection and Destination Subinventory = Stores and enter the Line
information with item AS00104:
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4. Click on Submit. A confirmation message is displayed. Note down the Movement Request Number.
5. Navigate to Tools > Scheduled Processes > Execute the ESS Job ‘Print Movement Request Pick Slip
Report’ for the movement request created above. Ensure to set Release Approved Lines = Yes so that
the lines get pick released automatically:
6. Click on Submit. Once the job completes successfully, validate the report output:
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7. Navigate to Supply Chain Execution > Inventory Management > Tasks > Shipments > Confirm Pick
Slips
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8. Enter the Movement Request Number and click Search:
9. Click on the Pick Slip to view the details. Select Ready to Confirm, enter the Picked Quantity and click
Confirm:
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10. Review the on-hand quantities again to validate that the quantity has been transferred successfully:
Interorganization Transfer
Move material from one organization to another via an In-transit Shipment.
Process/Transaction Flow:
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2. Change Organization to 002 – this will be the Source Organization for the transaction:
3. Navigate to Supply Chain Execution > Inventory Management > Tasks > Create Interorganization
Transfer
4. Select the Type = Intransit Shipment, click on Generate Shipment Number and enter the other details
as illustrated in the screenshot below:
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6. Change Organization to the Destination Organization 001
7. Navigate to Supply Chain Execution > Inventory Management > Tasks > Receipts > Receive Expected
Shipments
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10. Enter the Receipt Quantity and click on Create Receipt:
12. Navigate to Supply Chain Execution > Inventory Management > Tasks > Receipts > Put Away Receipts
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14. Select the row and click Put Away:
17. Review the on-hand quantity of item CM28287 in Inventory Org 001 from the Item Quantities screen
to validate that the quantity has been transferred successfully:
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Internal Material Transfer, Overpick and Move
Transferring material from Inventory Org 001 to 003 and demonstrating Overpick and Move functionality.
Process/Transaction Flow:
1. Navigate to Inventory Management > Manage Item Quantities Screen. Change Organization to the
destination organization 003
3. In the Search Results section, navigate to Actions > Request Transfer Order
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4. The ‘Create Supply Request’ screen is displayed. Enter the following details: Item = V21001,
Requested Quantity = 1, Requested Delivery Date = TODAY() + 1
5. Click on the Select Supply Source button on the top of the screen. Select the Supply Source as 001
Seattle and click OK
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7. Navigate to Supply Chain Execution > Supply Orchestration > Tasks > Manage Supply Lines. Enter the
Supply Request Reference Number and click Search
8. Click on the Supply Order Number and navigate to the Execution Documents tab. The Transfer Order
Number is displayed.
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9. Click on the Transfer Order to view the details. Note that the Interface Status = Interfaced to Shipping
10. Navigate to Inventory Management > Shipments > Create Pick Wave. Ensure that the Organization
selected is the Supply Source. Select a Manual Pick Confirmation Rule, enter the other details and
click on Release Now.
12. Navigate to Inventory Management > Tasks > Confirm Pick Slips
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14. Click on the Pick Slip Number
16. Update the Picked Quantity to 5 and click on Overpick and Move. Select the Subinventory =
Completed and click Submit:
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17. Note that 5 Qty has been transferred to the Completed subinventory:
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18. Once the pre-processing has been completed, continue the Pick Confirm process from the Completed
subinventory:
19. Click on Confirm and Go to Ship Confirm. Validate the details and click on Ship Confirm:
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20. Note that the Transfer Order indicates that the quantity is successfully shipped from the source
organization:
22. Navigate to Tasks > Receipts > Receive Expected Shipments. Enter the Transfer Order number and
click on Search.
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23. Select the line and click on Receive. Enter the details and click on Create Receipt
25. Navigate to Put Away Receipts. Enter the Transfer Order Number and click on Search
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26. Select the line and click on Put Away. Select the Subinventory as Stores and click on Submit
27. The Transfer Order process is completed, and the Line status is Closed.
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Internal Material Transfer Returns
Create a return transfer order to return material that was transferred in the previous use case.
Process/Transaction Flow:
1. In the Destination Organization, navigate to Inventory Management > Tasks > Receipts > Return
Receipts
2. Enter the Transfer Order number created in the previous use case and click on Search:
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5. A confirmation message is displayed. Click on Done.
6. Navigate to Inventory Management > Tasks > Shipments > Manage Shipment Lines
8. Enter the Shipped Quantity, Tracking Number and click on Autocreate Shipment
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9. Click on OK. Navigate to Actions > Click on Ship Confirm:
10. A confirmation message is displayed. Query the Return Transfer order – observe that the shipment
process is completed:
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11. Change to the Destination Organization (001) and perform a Receipt:
12. The Transfer Order return process is completed, and the status is updated to Closed:
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5. Replenish Inventory
Perform Min-Max Planning at Subinventory level
Setup Min-Max planning for a new item at the Subinventory level for the following requirements:
- Minimum Quantity – 10
- Maximum Quantity – 50
Process/Transaction Flow:
2. Navigate to Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Facilities > Manage Subinventories and Locators
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7. Run the Print Min-Max Planning Report. Navigate to Tools> Scheduled Processes
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Provide the Restock = Yes
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10. Review the report, to ensure the Reorder Quantity is updated considering the requirements.
11. Review the Movement Request created. Navigate to Supply Chain Execution > Inventory
Management
13. Use the Task Manage Movement Requests and query for the item
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14. Review the movement request created:
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6. Maintain Inventory Accuracy
Cycle Count – Perform ABC Classification
Vision wants to setup an automatic cycle count (CC) for Stores subinventory in one of their Organization.
They want to use ABC Classification to group the items and want to setup different counts per class of items.
Requirements addressed:
Process/Transaction Flow:
1. Navigate to Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Inventory Management > Manage ABC Classes
3. Create the ABC classes as follows. Optionally you can add more classifications if needed. Here we
have three – A, B , C
4. Navigate to Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Inventory Management > Manage ABC Classification Sets
6. Enter the details as below and click Submit. This spawns a ESS process.
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7. The ABC Classification Date gets stamped and Status as Completed.
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9. Navigate to Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Inventory Management > Manage ABC Assignment Groups
12. Provide the value in Item % for each class. The percentage is realigned to match the non decimal Item
sequence. (like 20% is recalibrated to 20.22%)
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14. Query the Assignment Group again and click on Update ABC Assignments
15. Review the Item and Class assignment. You have an option to update the Class if required.
16. Save and Close. We now have a sorted list of items by onhand quantity criteria and Class assigned.
Requirements addressed:
- Count A class – 12 times a year, B class – 6 times a year and C class – once a year
Process/Transaction Flow:
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5. Scroll down and select the ABC Classification created earlier. Set the Synchronization mode to
Complete
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8. Save and Click Next
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Generate Count Schedule
11. In the Manage Cycle Counts window, click Actions and select “Generate Count Schedules”
12. This submits a process and the Last Scheduled Date is populated.
13. In the Manage Cycle Counts window, click Actions and select “Generate Count Sequences”
14. Navigate to Record Count Sequences window and query for the cycle count
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15. Enter the Count Quantity and Submit. IF the variance is more than 5% it would go for approvals which
can be optionally done using “Approve Count Sequences”
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7. Integration Capabilities
File Based Data Import: Inventory Transactions
Upload on-hand balances via a Miscellaneous Receipt transaction and make corrections using the Pending
Transactions screen.
Process/Transaction Flow:
1. Review the on-hand quantity of item AS65001 in the Inventory Org 001:
2. Populate the FBDI sheet. Click on the ‘Generate CSV File’ button on the first tab of the workbook:
4. From the Navigator, go to Tools > Scheduled Processes > Execute the ESS job ‘Load Interface File for
Import’. Select the Import Process = Create Inventory Transactions and upload the Data File from your
desktop:
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5. Click on Submit. Query by the Process ID and validate that it has completed successfully:
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7. Click on Submit. Note that the job completes successfully:
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10. The ‘Error Explanation’ column indicates an issue with the UOM code. Click on the Edit icon and
update the UOM on the transaction:
11. Repeat this process for all errored records. Once done, click on the ‘Add All to Process Schedule’
button.
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13. Check the on-hand quantity of the item to confirm that the transaction has been processed
successfully:
Process/Transaction Flow:
1. Navigate to Product Management > Product Information Management > Tasks > Data Consolidation
> Manage Item Batches
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2. Click the ‘+’ icon to create a new batch:
3. Click Save and Close. Query by the Batch Name and down the Batch ID:
4. Populate the newly created Batch ID in all rows of the FBDI sheet:
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5. Click on the ‘Generate CSV File’ button on the first tab of the workbook:
7. From the Navigator, go to Tools > Scheduled Processes > Execute the ESS job ‘Load Interface File for
Import’. Select the Import Process = Item Import and upload the Data File from your desktop:
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8. Click on Submit. Query by the Process ID and validate that it has completed successfully:
9. In a similar manner, execute the ESS job ‘Item Import’ with the Batch ID as an input parameter:
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10. Click on Submit. Note that the job ends in Error:
11. Navigate to the Manage Item Batches screen and click on the newly imported batch:
12. Navigate to the Errors tab. The Error Description column helps in troubleshooting:
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13. Click on Manage in Spreadsheet:
14. Click on Download. The ADFdi spreadsheet is displayed. Provide your credentials to login.
15. Update the item numbers to make them unique and fix the UOM for the errored record:
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17. Refresh the status of the Item Batch. Observe that all the records are successfully imported:
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Web Services
Performing a miscellaneous receipt and miscellaneous issue using REST API.
Process/Transaction Flow:
1. Enter your credentials and login to Postman (or any other API client of your choice).
3. Click the ‘…’ beside the Collection > Click on Add Request
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5. Test out the Inventory Transactions API by providing the following details:
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